Bright Vision Wealth

Public-record details

Address

25211 Grogan's Mill Rd, Suite 323, The Woodlands, TX 77380

Phone

(281) 798-7551

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Bond Wealth Planning & Investments, PLLC

CRD number

301522

Registration

State registered: TX

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Selection of other advisers

Regulatory assets under management

$26.7 million

Accounts managed

25

Clients reported (Form ADV 5.D)

25

Individual / high-net-worth clients

20 / 5

Employees

2

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-26

State registered (TX) investment adviser, CRD 301522, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 301522 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.